Custom Name Reports

Table of Contents

One of the key advantages of the Custom Name Report, as compared to the standard Summary or Detail Name Reports, is that you have full control over the selection and order of the fields to be displayed in the export. With this report, you can include:

  • Predefined and Custom Name Fields
  • Text from the Resume, Summary, and Keywords.
  • Fields from the company record associated with the name.

Creating a Custom Name Report #

  1. Click “Reports” on the main toolbar.
  2. Click on the “Manage Custom Reports” action icon.
  3. Click on the “Custom Name Reports” tab.
  4. Click the “Add” button to create a new custom name report.
  5. In the “Custom Name Report Header” section, replace the placeholder [[Report Title]] with your desired report name.
  6. In the “Body Rows” section, click the first cell and select the field you want to include in that cell.
  7. Continue selecting fields from left to right and row by row, allowing you to choose up to 24 fields.
  8. As you select a field, its name will populate the Header Row cells. You can edit these cells in the “Header Rows” section to describe their contents.
  9. Use the “Field Groups” section to display a list of unique values for the selected field and a count of records with each unique value. For example, you can choose the “EEOC_Source” field to provide a breakdown of the number of records associated with each unique source.
  10. In the “Totals” area, you can include a count of how many records contain data in the selected field. For instance, you might use this to count the number of names included in the report if all name records have a value.
  11. Once you’ve made all your selections and configured your report to your satisfaction, click “Save.” Your custom report will be accessible in the “Name Reports” section under the Reports menu.

Generating a Custom Name Report #

  1. Access the “Reports” section.
  2. Navigate to “Name Reports.”
  3. Choose the specific report by clicking on its name.
  4. Limit your report by either Name Rollup or Date Entered.
  5. Use the Order By dropdown to select the field for sorting, and specify whether it should be in ascending or descending order.
  6. Access the action menu and opt for your desired export format (Note: Export options beyond PDF View Mode depend on your Export Reports security setting).